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Livermore
Livermore
ZHEN

Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

SGU holding history

Star Group, L.P. in every 13F filed by Monograph Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SGU overviewAll 13F holders of SGUFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of SGU by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−13,444−100.0%Sold outHolders
Q1 202513,444$177.2K<0.1%00.0%UnchangedHolders
Q4 202413,444$155.1K<0.1%−16,670−55.4%ReducedHolders
Q3 202430,114$353.5K<0.1%+30,114NewHolders
Q2 20240$00.0%−30,114−100.0%Sold outHolders
Q1 202430,114$301.7K<0.1%00.0%UnchangedHolders
Q4 202330,114$347.2K0.1%00.0%UnchangedHolders
Q3 202330,114$362.3K0.1%00.0%UnchangedHolders
Q2 202330,114$411.4K0.1%00.0%UnchangedHolders
Q1 202330,114$390.6K0.1%00.0%UnchangedHolders
Q4 202230,114$363.0K0.1%00.0%UnchangedHolders
Q3 202230,114$245.0K0.1%00.0%UnchangedHolders
Q2 202230,114$276.0K0.1%00.0%UnchangedHolders
Q1 202230,114$334.0K0.1%00.0%UnchangedHolders
Q4 202130,114$324.0K0.1%–No prior filingHolders